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Heath Justin Harris

Oliver Wealth Management

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About Heath Justin Harris

Heath Harris is a financial advisor with Oliver Wealth Management, registered with the state of Maryland. Heath has been in the industry since 2006 and is licensed in Maryland. Heath Justin Harris is also a registered representative of Northwestern Mutual Investment Services, LLC. Heath's career has included previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. Heath is a Series 66 and Series 7 licensed professional with specialties including portfolio management for individuals and financial planning.

Firm Information

Heath Harris is currently registered with Oliver Wealth Management. Oliver Wealth Management is a financial advisory firm based in TOWSON, MD. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They have a team of 3 licensed agents and 4 investment advisor representatives who manage approximately $290 million in assets for 1,500 clients.
Oliver Wealth Management

901 DULANEY VALLEY ROAD

TOWSON, MD 21204

$290.00M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heath Harris’s Registration & Firm History

MD

09/13/2021 - Present

Oliver Wealth Management (TOWSON MD)

DC

07/25/2017 - 09/25/2018

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

MD

07/31/2015 - 07/24/2017

WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)

MD

03/31/2011 - 08/03/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)

MD

10/27/2006 - 04/04/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 05/13/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Heath Justin Harris. Review regulatory record here.
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